Evercore Wealth Management, LLC
New York NY · SEC CIK 0001482689
$63.60亿2026Q1 申报市值
418持仓数
39.2%前十大占比 · 第一大 6.0%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPOT 加仓+$7,317.10万
VEU 加仓+$1,636.56万
SN 加仓+$1,405.81万
VOO 加仓+$1,004.78万
PGR 加仓+$795.28万
2026Q1 卖出最多 按季末市值估算
CDW 减仓-$5,402.25万
FIX 减仓-$2,886.09万
GOOG 减仓-$1,881.17万
AAPL 减仓-$1,832.77万
JPM 减仓-$1,613.79万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $76.65万 | 0.01% | 2,440 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $77.97万 | 0.01% | 8,464 | -227 | -2.6% | -$2.09万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $78.11万 | 0.01% | 8,097 | -194 | -2.3% | -$1.87万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $79.30万 | 0.01% | 1,712 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $79.52万 | 0.01% | 62,814 | 5,838 | 10.2% | $7.39万 | 加仓 |
| STE | STERIS PLC | $81.73万 | 0.01% | 3,696 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $84.92万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $85.47万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $85.92万 | 0.01% | 8,902 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $86.91万 | 0.01% | 1,753 | -24 | -1.4% | -$1.19万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $88.44万 | 0.01% | 7,203 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $89.47万 | 0.01% | 45,438 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $89.51万 | 0.01% | 7,758 | -1,388 | -15.2% | -$16.01万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $89.86万 | 0.01% | 17,003 | -19,152 | -53.0% | -$101.22万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $91.80万 | 0.01% | 8,111 | -150 | -1.8% | -$1.70万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $91.92万 | 0.01% | 32,018 | -2,734 | -7.9% | -$7.85万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $93.68万 | 0.01% | 2,098 | -8 | -0.4% | -$3,572 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.15万 | 0.01% | 18,953 | -4,532 | -19.3% | -$22.75万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $96.03万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $96.89万 | 0.02% | 1,254 | 75 | 6.4% | $5.79万 | 加仓 |
| KLAC | KLA CORP | $100.12万 | 0.02% | 680 | -30 | -4.2% | -$4.42万 | 减仓 |
| BN | BROOKFIELD CORP | $100.15万 | 0.02% | 24,747 | -14,750 | -37.3% | -$59.69万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $101.66万 | 0.02% | 6,194 | -35 | -0.6% | -$5,745 | 减仓 |
| EEM | ISHARES TR | $102.02万 | 0.02% | 17,964 | -92 | -0.5% | -$5,225 | 减仓 |
| DE | DEERE & CO | $102.86万 | 0.02% | 1,826 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $106.70万 | 0.02% | 4,994 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $108.13万 | 0.02% | 37,120 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $110.19万 | 0.02% | 7,008 | 4,466 | 175.7% | $70.22万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $110.35万 | 0.02% | 3,215 | -37 | -1.1% | -$1.27万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $110.48万 | 0.02% | 2,328 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $111.83万 | 0.02% | 8,786 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $112.77万 | 0.02% | 3,153 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $117.12万 | 0.02% | 20,319 | -2,924 | -12.6% | -$16.85万 | 减仓 |
| USB | US BANCORP | $121.15万 | 0.02% | 23,293 | -123 | -0.5% | -$6,397 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $121.60万 | 0.02% | 12,360 | -2,590 | -17.3% | -$25.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $123.48万 | 0.02% | 3,655 | -179 | -4.7% | -$6.05万 | 减仓 |
| ENB | ENBRIDGE INC | $123.52万 | 0.02% | 22,814 | -990 | -4.2% | -$5.36万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $123.96万 | 0.02% | 17,782 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $125.69万 | 0.02% | 2,955 | -175 | -5.6% | -$7.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $127.69万 | 0.02% | 6,277 | -420 | -6.3% | -$8.54万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $128.47万 | 0.02% | 6,304 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $130.56万 | 0.02% | 10,360 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $130.69万 | 0.02% | 19,179 | -12,879 | -40.2% | -$87.76万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $130.83万 | 0.02% | 21,571 | -725 | -3.3% | -$4.40万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $134.83万 | 0.02% | 6,849 | -225 | -3.2% | -$4.43万 | 减仓 |
| CDW | CDW CORP | $134.95万 | 0.02% | 11,151 | -446,393 | -97.6% | -$5,402.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $135.34万 | 0.02% | 10,253 | -1,575 | -13.3% | -$20.79万 | 减仓 |
| AYI | ACUITY INC | $136.24万 | 0.02% | 4,862 | -3 | -0.1% | -$841 | 减仓 |
| DOV | DOVER CORP | $137.03万 | 0.02% | 6,574 | -415 | -5.9% | -$8.65万 | 减仓 |
| ZTS | ZOETIS INC | $138.01万 | 0.02% | 11,675 | 237 | 2.1% | $2.80万 | 加仓 |
| EQIX | EQUINIX INC | $139.00万 | 0.02% | 1,418 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $139.52万 | 0.02% | 8,044 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $141.28万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $142.93万 | 0.02% | 31,160 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $145.27万 | 0.02% | 32,918 | -3,191 | -8.8% | -$14.08万 | 减仓 |
| HDV | ISHARES TR | $146.13万 | 0.02% | 10,767 | -3,770 | -25.9% | -$51.17万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $148.51万 | 0.02% | 63,494 | 63,494 | — | $148.51万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $148.64万 | 0.02% | 26,396 | -22,647 | -46.2% | -$127.53万 | 减仓 |
| XAR | SPDR SERIES TRUST | $148.91万 | 0.02% | 5,863 | 2,245 | 62.1% | $57.02万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $149.30万 | 0.02% | 10,713 | -262 | -2.4% | -$3.65万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $149.59万 | 0.02% | 18,247 | -4,524 | -19.9% | -$37.09万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $151.57万 | 0.02% | 30,333 | -4,293 | -12.4% | -$21.45万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $155.00万 | 0.02% | 16,493 | -153,183 | -90.3% | -$1,439.61万 | 减仓 |
| SYY | SYSCO CORP | $155.21万 | 0.02% | 21,760 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $156.87万 | 0.02% | 4,232 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $157.49万 | 0.02% | 4,563 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $160.62万 | 0.03% | 6,990 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $161.35万 | 0.03% | 29,830 | -5,500 | -15.6% | -$29.75万 | 减仓 |
| IEMG | ISHARES INC | $162.09万 | 0.03% | 23,238 | 1,750 | 8.1% | $12.21万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $163.97万 | 0.03% | 7,880 | -252 | -3.1% | -$5.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $164.69万 | 0.03% | 5,177 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $165.96万 | 0.03% | 21,531 | -3,910 | -15.4% | -$30.14万 | 减仓 |
| DBEF | DBX ETF TR | $175.98万 | 0.03% | 35,624 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $176.46万 | 0.03% | 13,358 | -154 | -1.1% | -$2.03万 | 减仓 |
| MMM | 3M CO | $177.01万 | 0.03% | 12,188 | -7 | -0.1% | -$1,017 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $178.01万 | 0.03% | 53,090 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $182.31万 | 0.03% | 5,574 | -151 | -2.6% | -$4.94万 | 减仓 |
| OEF | ISHARES TR | $184.64万 | 0.03% | 5,805 | -65 | -1.1% | -$2.07万 | 减仓 |
| TGT | TARGET CORP | $185.57万 | 0.03% | 15,311 | -2,304 | -13.1% | -$27.92万 | 减仓 |
| IEFA | ISHARES TR | $192.79万 | 0.03% | 21,296 | 1,685 | 8.6% | $15.25万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $198.27万 | 0.03% | 14,334 | 1,785 | 14.2% | $24.69万 | 加仓 |
| NKE | NIKE INC | $199.51万 | 0.03% | 37,771 | -4,628 | -10.9% | -$24.45万 | 减仓 |
| YUM | YUM BRANDS INC | $200.09万 | 0.03% | 12,869 | -400 | -3.0% | -$6.22万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $204.60万 | 0.03% | 33,398 | -217 | -0.6% | -$1.33万 | 减仓 |
| SBUX | STARBUCKS CORP | $205.53万 | 0.03% | 22,941 | -1,625 | -6.6% | -$14.56万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $205.69万 | 0.03% | 24,133 | -2,001 | -7.7% | -$17.05万 | 减仓 |
| GLW | CORNING INC | $214.13万 | 0.03% | 15,748 | -229 | -1.4% | -$3.11万 | 减仓 |
| DVY | ISHARES TR | $214.44万 | 0.03% | 14,163 | -324 | -2.2% | -$4.91万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $216.29万 | 0.03% | 19,510 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $218.04万 | 0.03% | 10,955 | -587 | -5.1% | -$11.68万 | 减仓 |
| PSX | PHILLIPS 66 | $218.40万 | 0.03% | 11,988 | -46 | -0.4% | -$8,380 | 减仓 |
| VGT | VANGUARD WORLD FD | $221.53万 | 0.03% | 3,175 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $222.17万 | 0.03% | 10,398 | -218 | -2.1% | -$4.66万 | 减仓 |
| MDT | MEDTRONIC PLC | $222.89万 | 0.04% | 25,723 | -61 | -0.2% | -$5,286 | 减仓 |
| RPM | RPM INTL INC | $226.88万 | 0.04% | 22,825 | -9,125 | -28.6% | -$90.70万 | 减仓 |
| BAC | BANK AMERICA CORP | $230.41万 | 0.04% | 47,264 | -3,195 | -6.3% | -$15.58万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $231.14万 | 0.04% | 14,292 | 100 | 0.7% | $1.62万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $233.12万 | 0.04% | 2,604 | -337 | -11.5% | -$30.17万 | 减仓 |
| QCOM | QUALCOMM INC | $235.64万 | 0.04% | 18,298 | 621 | 3.5% | $8.00万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $238.83万 | 0.04% | 21,915 | -3,081 | -12.3% | -$33.58万 | 减仓 |